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Rick’s Mentor George Kinder Profiled in Investment News

George Kinder, whose groundbreaking work on the influence of emotions in managing money has caused him to be called the “father of life planning,” was recently profiled in the “Icons and Innovators” section of Investment News. Rick, who counts...

106 Things We Do For Clients, No. 7

No. 7 of 106 Things We Do for clients 7. Formalize your goals and put them in writing for you. Having written goals is similar to dieting, meditation, and budgeting. We know from reams of research that the results are vitally important to our well-being. We know...

Financial Advice Wise Enough for Solomon

Watch this video on YouTube As the author of the Old Testament book Ecclesiastes, traditionally thought to be King Solomon, penned many years ago, “There is nothing new under the sun.” Humbling as it is, there is very little financial advice I’ve written...